Welp, it's all kicking off this week in AI!
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@cstross But simultaneously the debt market is selling off bonds from SaaS companies on the panic that AI will replace them.
Two crashes on opposite sides of the same bet.
yay
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@GreatBigTable Palantir are down a similar amount!
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@GreatBigTable Palantir are down a similar amount!
@cstross You hate to see it. Really.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross Microsoft Azure Income grew. by 39% year over year. It just grew 2% less than some people expected.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
"The longtime chief also criticized a lack of discipline in OpenAI’s business strategy"
Meaning they wouldn't be spending enough of that money on Nvidia's GPUs?
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross What’s A16Z going to throw money at next? Have they started burning piles of money in worship of some other Big New Thing
? Until the A16Z rocket fuel dries up, I think we’re stuck watching this mess. -
@cliffordheath @Sdowney @cstross and 7 billion people die in a year
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
I asked ChatGPT:
Bottom line:
Yes, in the last 48 hours there are clear signs of stress across AI-linked stocks, rising skepticism, and valuation readjustment — which feels bubble-ish. But no, there’s not yet decisive evidence that the entire AI boom is bursting. It’s more like a market correction and repricing, with risk shifting from hype toward real earnings and competition.If you want, I can break this down by specific companies, sectors (chips vs. software vs. services), or what this might mean for investing or the broader economy.
Bubble-ish….like ChatGPT is a 45 yo guy from Brooklyn.
And then it requested access to my microphone.
Maybe the day will come when it doesn’t ask.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross nah, it's probably not over, at least not yet
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross think it is just going to normalise along what it is always about... Existing advertising corps will run the bullshit generators baked into their honeypots - search, social media etc. Others who foolishly tried to incorporate it into their products without really having this reach already will scale down. Masses will by default increase the use of BS generators as it will be at the core of their tech use.
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@adamrice Exactly! How come you spotted it while all the blue chip funds didn't notice?
@cstross
1. The classic game of chicken
2. Echo chamber of yes men
3. They have the insider knowledge when the dump will happen.That's my experience from the crypto world. That's how it usually happens. They will be the ones to scream "buy the dip, the upside is still unlimited" while emptying their bags on the retail investors.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross Jensen, are you seriously telling us you didn't think OpenAI were dodgy before today? I don't believe you, no one believes you.
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